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OnBoard Board Management Software

OnBoard Board Management Software

Overview

What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings,…

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Recent Reviews

TrustRadius Insights

User-Friendly and Intuitive Interface: Many users have praised the software for its user-friendly and intuitive interface, making it easy …
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Glad We Got OnBoard!

10 out of 10
December 23, 2021
We transitioned to electronic Board of Trustees meetings with OnBoard in October 2014. Prior to this, the Board materials were hard copy …
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An Essential Tool for Meetings

10 out of 10
December 20, 2021
Previously, our board members were using the traditional pen and paper for their meetings. Thick packets that took up time to flip through …
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Awards

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Pricing

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What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings, and make them working sessions rather…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.onboardmeetings.com/board…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings, and make them working sessions rather than just operational presentations.

Its interface was designed to put what’s important front and center – upcoming meetings and board books. So meetings become more productive, board book access becomes intuitive, archives are readily accessible, and voting is simple.

OnBoard offers security, full disaster recovery, active geo-replication, and is compliant with a range of international information security standards, including but not limited to: GLBA, FERPA, HIPAA, FISMA ISO 27001/27002, SOC1, SOC2, SOC 3, as well as cloud security with OnBoard: Microsoft Azure. OnBoard offer various features such as a Zoom integration, Meeting Minutes Builder, Voting & Approvals, and Messenger.

The vendor reports that thousands of directors from growing startups to Fortune 1000 organizations use OnBoard. Contact the vendor for a full-feature, 30-day free trial.

OnBoard Board Management Software Features

  • Supported: Access Control
  • Supported: Attendance Management
  • Supported: Collaboration Tools
  • Supported: Compliance Management
  • Supported: Content Library
  • Supported: Data Import/Export
  • Supported: Discussion Board
  • Supported: Document Review
  • Supported: Electronic Signature Capture
  • Supported: Filtered Views
  • Supported: Monitoring
  • Supported: Remote Document Access
  • Supported: Secure Data Storage
  • Supported: Synchronization Management
  • Supported: Voting
  • Supported: Activity Dashboard
  • Supported: Automatic Notifications
  • Supported: Automatic Notifications
  • Supported: Contact Database
  • Supported: Content Management
  • Supported: Data Synchronization
  • Supported: Document Distribution
  • Supported: Document Storage
  • Supported: Event Management
  • Supported: Message Board
  • Supported: Offline Access
  • Supported: Resource Management
  • Supported: SSL Security
  • Supported: Time & Attendance Tracking
  • Supported: Approval Process Control
  • Supported: Biometrics
  • Supported: Collaborative Workspace
  • Supported: Content Filtering
  • Supported: Content Repository
  • Supported: Digital Signature
  • Supported: Document Publishing
  • Supported: Drag & Drop Interface
  • Supported: Event Scheduling
  • Supported: Microsoft Office 365 Integration
  • Supported: Permission Management
  • Supported: Search Functionality
  • Supported: Survey Management
  • Supported: Private and Group Messaging
  • Supported: Remote/Idle Wipe
  • Supported: Engagement Analytics
  • Supported: Zoom Integration
  • Supported: Task Management
  • Supported: Meeting Minutes Builder
  • Supported: D&O Questionnaires

OnBoard Board Management Software Screenshots

Screenshot of OnBoard's Zoom integration and Engagement Analytics toolScreenshot of OnBoard's Voting and ApprovalsScreenshot of OnBoard's group or private MessengerScreenshot of OnBoard Meeting MinutesScreenshot of OnBoard's Director and Officer Questionnaires

OnBoard Board Management Software Videos

OnBoard's the first board intelligence platform, a deliberate evolution of what board management software can offer. Join us and drive visionary leadership with elegant technology that frees boards and leadership teams to make better decisions and pursue bold action.
OnBoard Messenger | OnBoard Board Management Software
Board Book Builder | OnBoard Board Management Software
OnBoard Minutes Meetings

OnBoard Board Management Software Integrations

OnBoard Board Management Software Competitors

OnBoard Board Management Software Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, Kindle
Supported CountriesAll countries
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(17)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

User-Friendly and Intuitive Interface: Many users have praised the software for its user-friendly and intuitive interface, making it easy to navigate and perform tasks. Several reviewers have mentioned that they found it straightforward to add or change items in the board packet, indicating a positive experience with the software's usability.

Convenient Electronic Signatures: The ability to easily add electronic signatures to agenda items has been appreciated by multiple reviewers. This feature has made it convenient for board members to sign off on important documents without any hassle.

Centralized Resource Center: The centralized Resource Center has received positive feedback from users as it allows companies to securely upload significant documents like Bylaws. This ensures easy access for board members, according to several reviewers who have highlighted this beneficial feature of the software.

Cons: Limited file type compatibility: Some users have mentioned that OnBoard does not support all file types, such as movies that are not embedded in PowerPoint files. This limitation can be frustrating for those who regularly work with various types of media files. Syncing issues and IT dependency: Several users have experienced syncing issues during seasonal time changes, which sometimes prevent them from accessing OnBoard. It has been reported that IT department assistance is required to resolve these issues, causing inconvenience and delays in using the platform. Additional cost for new features: A common complaint among users is the fact that new features in OnBoard come at an additional cost. Some users feel disappointed by this and suggest including new features within the already purchased package to provide better value for money.

Users highly recommend using OnBoard for board meeting needs, especially for non-profit entities. They find OnBoard to be a reasonably priced and user-friendly system with great support, suitable for board members of all technical abilities. Users suggest utilizing customer support, attending webinars, and running test meetings when using OnBoard. Additionally, users recommend conducting a competitive analysis and comparing OnBoard to other providers, as it offers great functionality at a reasonable price. Users believe that OnBoard is easier to use than BoardVantage and recommend it for any organization with a board of directors. They advise running through all the tutorials provided by OnBoard for a better understanding of the software. However, if an organization is a small nonprofit with low-key action items, users recommend using other platforms like Google Drive.

Attribute Ratings

Reviews

(1-3 of 3)
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Score 10 out of 10
Vetted Review
Verified User
OnBoard was my company's first venture into the world of online meeting management. We viewed several options and ultimately selected OnBoard because it was user-friendly and met our established needs. In the over 4 years we have utilized OnBoard, it has exceeded our expectations. Prior to OnBoard, all board and committee packets were paper. They were prepared in advance which sometimes required addenda when additions or revisions were made. We spent a lot of time preparing, mailing, and if needed, updating the packets. At the end of board meetings, the paper packets were typically left behind on the conference room table. Transitioning to OnBoard has saved a tremendous amount of time and effort, not to mention paper and postage. Some of our board members were initially hesitant to utilize an electronic platform. We have board members of varying ages and some have served for upwards of 15-20 years. They, in particular, were set in their paper ways. All have successfully transitioned to adeptly using OnBoard, including survey and electronic signature features. Our new board members are immediately introduced to OnBoard for onboarding components and rarely need assistance figuring it out because it's so user-friendly and easy to navigate.
  • Allows for easy additions or changes to the board packet.
  • Provides imbedded electronic signatures easily linked to appropriate agenda items.
  • Provides an easily downloadable copy of the packet and agenda.
  • Allows companies to upload documents of significance such as Bylaws into a centralized Resource Center which is securely accessible.
  • Customer support is excellent. You can always get a timely answer via phone or email. The follow-up on issues that can't be resolved immediately is very timely and thorough.
  • I'd like to see the electronic signature feature upgraded to allow signature box rotation. Sometimes documents are a combination of portrait and landscape and the current setup only recognizes one orientation when inserting signature boxes.
  • There is a syncing issue that occurs during seasonal time changes that sometimes prevents users from accessing OnBoard. Our IT department has needed to help board members resolve this and regain access.
  • There are several new features to OnBoard now, but they come at a cost. While it's nice to demo these features, it would be great to have some new features included in the already purchased package instead of at an additional cost.
  • The Zoom integration is nice but doesn't meet our needs. You do not have screen share or other Zoom features available while using it integrated within OnBoard. For remote meetings, we use Zoom and screen share OnBoard within its own browser.
OnBoard is an adaptable platform that could be used for most meetings. It works perfectly to build an agenda and packet for board and committee meetings. It allows for easy RSVP to ensure a quorum at meetings. All users are able to easily view the packet and can even make notations of points they want to discuss during the meeting. OnBoard doesn't work well for detailed documents such as spreadsheets. Our company has a strategic plan and we cannot use OnBoard for that committee meeting. The size of the spreadsheet simply doesn't function well within OnBoard and isn't easily navigable. The same is true of certain financial spreadsheets.
  • Electronic signatures.
  • Downloadable agenda, attendance and packets.
  • Ability to modify agendas and packets easily and quickly.
  • It has saved us money on paper and postage.
  • It has streamlined annual processes for conflict of interest, confidentiality, and other routine processes via its electronic signature and survey functions.
  • The cost increases annually and if you want to add newly released features, so it could at some point become too expensive to maintain as our chosen platform.
While some evaluated competitors included the same features as OnBoard, they were complicated to use and navigate. Being adept with technology and having trouble with them in demo versions, I couldn't imagine presenting them to board members who work primarily with paper and are used to paper packets. OnBoard was substantially more user-friendly and intuitive to use. Other competitors evaluated didn't offer the integrated survey and electronic signature features that OnBoard does. These were must-have features for us when choosing a board management platform.
25
Our board of directors uses OnBoard for monthly meetings as well as subcommittee meetings. Executive management including, but not limited to, the CEO, CFO, General Counsel, Compliance, Nursing, Process Improvement, and HR use OnBoard to navigate board and committee meetings. Executive management including the CFO, General Counsel and Compliance Director utilize OnBoard to create board agendas and meeting packets.
1
General Counsel serves as the administrator for OnBoard. She adds and removes users, manages the archival of old meetings, updates the Resource Center, and manages the board of directors agendas and packets. OnBoard doesn't really require ongoing in-house support to function well. It just needs an assigned administrator who can navigate the features. In the event technical support is needed, OnBoard customer service is excellent and responds timely, usually with an immediate resolution.
  • Board Meetings
  • Board Subcommittee Meetings
  • Management of annual conflict of interest, confidentiality and annual review and signature requirements.
  • While OnBoard now has an add-on feature for it, we were able to use it for annual conflict of interest, confidentiality and similar board of directors requirements.
  • We implemented most new board member orientation/onboarding through OnBoard to streamline the process and keep the information available for future access if needed.
  • If we had access to more features without an additional cost, there may be additional utilizations for OnBoard.
OnBoard is user-friendly and meets all of our needs as an organization. It resolved the monthly struggle to prepare, print and mail board packets to up to 13 members. It resolved the issues presented when agenda and packets needed amendment prior to board meetings. We are now easily able to built a packet each month and modify it as necessary right up to the meeting time.
No
  • Price
  • Product Features
  • Product Usability
The products features were what ultimately sold us along with the usability. The two went hand in hand. Management needed certain features such as easily built agendas and packets along with imbedded electronic signatures. Our board and some staff needed as easily used and navigated platform that wouldn't pose problems when transitioning from strictly paper packets to strictly electronic packets.
OnBoard was our first venture into board management software. Our initial evaluation of options was focused on what we needed, or thought we needed, along with how user-friendly the platform was. If we had to evaluate and select a new board management software, we would focus on many of the same features as before: electronic signature and survey capability, user-friendly platform and ability to easily make changes to agendas and packets. We would look at other things such as availability of additional features and associated cost along with how frequently said features are released.
  • Implemented in-house
No
Change management was minimal
The biggest takeaway is ensuring everyone is aware of the change in advance and providing materials for advance review. I believe that eases some of the fear coming with a major change - for us from strictly paper to strictly electronic. After users were able to work within the platform, they easily adapted and were impressed with how easy it was to use.
  • Hesitance to use something new and solely electronic
Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
No, we did not purchase premium support for OnBoard. I'm not sure it was offered when we purchased OnBoard in 2017 and I'm not sure it's offered now. Regardless, I don't believe premium support would be needed as the regular customer support is excellent. They answer immediately and respond timely.
No
A board member once couldn't access OnBoard prior to a meeting. She reported the issue 10 minutes before the meeting was scheduled to begin. Try as we might internally, we couldn't figure out the issue and resolve it. With about 5 minutes left before the meeting would start, I called OnBoard customer support for assistance. They answered immediately and were able to figure out the issue and get it resolved with a minute to spare.
OnBoard is extremely user-friendly. I believe many individuals could begin using it without instruction just by clicking and looking around. It is very intuitive and the setup makes sense. I have older members on my board and they can use OnBoard with no issue and no training beyond an initial overview. During the pandemic, I've had some new board members easily use it without instruction since we weren't able to meet in person for an overview.
  • Electronic signatures
  • Surveys
  • Zoom - although we don't use it because we need all Zoom features available integrated into OnBoard for our purposes.
  • Electronic signatures can be tricky if you have a document that flips between portrait and landscape orientation. The platform only recognizes one orientation, so some signature boxes are inserted in the wrong direction and you don't have the ability to rotate them.
Craig Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
OnBoard [Board Management] was the right product at the right time for our small nonprofit. Like many others, we had to shift from in-person board meetings to virtual meetings with the onset of the COVID pandemic. Luckily, we had already decided to purchase OnBoard [Board Management] prior to the pandemic, mainly as a way for our association to be greener (printing less paper at board meetings) and allow for directors to read board meeting materials ahead of [time]. [It] also allows us at the association to make amendments to the board documents all [the] way up to the meeting itself. Little did we know that almost overnight all of our meetings would go from all-day in-person events to marathon zoom sessions. But, with OnBoard [Board Management] already in place, the transition was almost seamless and it is hard to imagine how we would have navigated the past two years without the package in place. Frankly, our meetings are more efficient now than they were pre-pandemic and much more efficient than they were when we were printing binders for each board member. All in all, I love OnBoard [Board Management] and strongly recommend it.
  • Assembles board books
  • Provides for remote votes on resolutions
  • Easy to navigate
  • Great roles and permissions functions
  • Nice filing system for historical documents
  • Not all file types can be saved in OnBoard [Board Management] such as movies and things like that which aren't embedded in PowerPoint files.
  • Permissions can be unwieldy at times. It would be nice to have one screen that shows by [the] user all of their permissions.
  • The zoom functionality on OnBoard [Board Management] is different than the typical Zoom package as it doesn't provide for meetings vs conferences.
  • Files aren't saved logically sometimes.
  • Hard to move files from one folder to another.
It is great for small nonprofits with active boards who receive lots of materials ahead of board meetings and have votes to do ahead [of] or during meetings themselves. It is less suited to sharing information with very wide groups of members as you pay by [the] user. So, for very large groups we use Box instead to share files with others.
  • Board books
  • Voting on resolutions
  • Maintaining board documents
  • Huge ROI for us during COVID. Frankly, I don't know what we would have done without it.
  • [It has] allowed for very interactive remote board meetings.
  • [It] has allowed for more board interaction between board meetings due to documents being all saved logically in one place.
We stacked up [to] four options at the outset and weighed such factors as [the] cost and feel of the platform. I can say that each offered unique advantages, however, in the end, OnBoard's customer service seemed to be the best fit for us, and looking back on it for all of the training our board needed, paying a little more for that very good customer service was a good investment for us.
30
Varies from staff to board members to association committee members. For staff, we upload documents and resolutions for [a] vote. Board members and committee members both read the information, and, when appropriate, cast votes. OnBoard [Board Management] is where all of our association's governing documents, calendar of events, send aheads for meetings, etc., are housed.
2
OnBoard [Board Management] provides very good customer support. So, although some comfort with IT systems is a plus, the OnBoard [Board Management] team does a great job of training. Clearly, understanding Zoom and file management are needed to make meetings work. But, those are separate from specific OnBoard [Board Management] needs. The main thing to keep ahead of is the permissions so everyone who needs to "see" certain things can. That has been the greatest confusion to date for us where we think certain members can see things, but their permissions are not set up correctly for the particular event or file.
  • Board meetings
  • Committee meetings
  • 990 filing
  • Hold virtual meetings
  • Bulid board books
  • Keep records of votes on various resolutions
  • Conflict of interest surveys
  • Policy development
  • Moving documents around with track changes/version control
I couldn't imagine us doing our business without OnBoard [Board Management]. It has become the way we communicate with our Board and run our meetings. Frankly, I have no desire to go back even when we are meeting in person to paper binders for each board member. It truly has been a blessing coming out of COVID for us.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our college uses OnBoard to allow our board of trustees to have instant access to safe and secure board materials. The portal allows the board members to remain engaged. This service also allows me, as administrator, to keep track of board terms, contact information, etc that I used to have to keep track of manually using a variety of different spreadsheets and folders. We currently have 20 board members and they find OnBoard to be very easy to use.
  • Secure board materials - the administrator can control what board members see what materials.
  • Contact information - email and mailing addresses are readily available.
  • Board terms - term lengths for every board member is tracked through the system.
  • Meeting feedback - simple surveys are sent immediately after a meeting to get feedback from meeting attendees for future planning.
  • Most all of the areas that we needed to more effectively manage our board meetings are included now.
OnBoard [Board Management Software] can be utilized for new board member orientation or refresher courses for trustees who have been serving for awhile. Board members can access the information at their leisure rather than just during an in-person session. We rarely have to print hard copies of board materials now that trustees have had a chance to get used to using OnBoard. Creating meetings and getting the information to board members is now immediate. Reminders about upcoming meetings are generated automatically by OnBoard which frees up my time.
  • Board Roles and Term information
  • Meeting feedback
  • Access to resources from the Association of Governing Boards
  • Almost total elimination of hard copies for board materials.
  • Board engagement is better between board meetings.
  • Board materials remain safe and secure.
After researching and using other board management software, I recommended OnBoard to our administration and board leadership because of their partnership with the Associate of Governing Boards (higher education) and the features that came with our initial package. Many of the products I researched only offered slick board books and didn't have the administrative features we were looking for in a board portal. Since we selected them, OnBoard has added new features once or twice a year. They offer monthly webinars to help promote or use new products, hear feedback from other users on utilizing features and other such topics.
60
Each of our board members, the President's cabinet and faculty, student and alumni representatives to trustee committees have access to meeting materials through OnBoard. Access to confidential information can be made accessible to board members only. We can post campus announcements or reports to the Annoucement feature that keeps everyone engaged between meetings.
2
There is one administrator for the software on our end. That person needs to know how to use the various features of the software. We also have one (or possible more) IT people who have access to the back-end of our portal to run reports for management on user activity.
  • Secure storage for board materials.
  • Board access to materials any time of day or night.
  • The capability for board members to interact with other committee members within the portal.
  • Posting campus announcements for board members.
  • Setting up new member orientation.
  • Using the meeting feature as an itinerary for leadership's travel.
  • Board assessment
  • Meeting feedback from attendees to plan future meetings
  • Skills tracking for filling open positions on the board
We have already renewed our use for this fiscal year and will, most likely, do so for the next fiscal year. The board members are very happy with the ease of use of the software and access to materials. I am very happy with the ongoing webinars provided by OnBoard so that I can hear "best practice" tips from colleagues and learn about new features being added to the portfolio.
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